Purchases and Sales Made in Q4 2024 in S&P Global Inc. (SPGI)
This table provides information about the institutional ownership of S&P Global Inc. (SPGI) during Q4 2024. The information is specifically focused on institutions that hold shares of S&P Global Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6+ 0.94% |
$2.88K - $3.18K
|
641
$335K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.13K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.13K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
6New |
$2.88K - $3.18K
|
6
$3.13K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6+ 1.48% |
$2.88K - $3.18K
|
411
$215K
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
6+ 0.03% |
$2.88K - $3.18K
|
23K
$12M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6+ 0.2% |
$2.88K - $3.18K
|
3.03K
$1.58M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6+ 2.84% |
$2.88K - $3.18K
|
217
$113K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5+ 5.26% |
$2.4K - $2.65K
|
100
$52.2K
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
5+ 0.73% |
$2.4K - $2.65K
|
694
$362K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5+ 1.2% |
$2.4K - $2.65K
|
422
$220K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.22% |
$2.4K - $2.65K
|
2.32K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5+ 2.7% |
$2.4K - $2.65K
|
190
$99.2K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5+ 0.13% |
$2.4K - $2.65K
|
3.91K
$2.04M
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.28% |
$2.4K - $2.65K
|
1.81K
$946K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.19% |
$1.92K - $2.12K
|
2.1K
$1.1M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4+ 0.22% |
$1.92K - $2.12K
|
1.85K
$966K
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.54% |
$1.92K - $2.12K
|
739
$386K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4New |
$1.92K - $2.12K
|
4
$2.09K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4+ 0.17% |
$1.92K - $2.12K
|
2.38K
$1.24M
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
4+ 0.67% |
$1.92K - $2.12K
|
597
$312K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 0.37% |
$1.92K - $2.12K
|
1.08K
$565K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4+ 0.12% |
$1.92K - $2.12K
|
3.43K
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4New |
$1.92K - $2.12K
|
4
$2.09K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4+ 0.22% |
$1.92K - $2.12K
|
1.83K
$957K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4New |
$1.92K - $2.12K
|
4
$2.09K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 2.35% |
$1.92K - $2.12K
|
174
$90.8K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.72% |
$1.44K - $1.59K
|
421
$220K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3+ 0.24% |
$1.44K - $1.59K
|
1.26K
$657K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.16% |
$1.44K - $1.59K
|
1.85K
$967K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.53% |
$1.44K - $1.59K
|
565
$295K
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3+ 0.38% |
$1.44K - $1.59K
|
798
$417K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.01% |
$1.44K - $1.59K
|
20.7K
$10.8M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.57K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.57K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3+ 0.07% |
$1.44K - $1.59K
|
4.18K
$2.18M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.57K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.57K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3New |
$1.44K - $1.59K
|
3
$1.57K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.1% |
$961 - $1.06K
|
2.02K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.24% |
$961 - $1.06K
|
840
$439K
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2+ 0.38% |
$961 - $1.06K
|
525
$274K
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2+ 0.21% |
$961 - $1.06K
|
937
$489K
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
2+ 6.67% |
$961 - $1.06K
|
32
$16.7K
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2New |
$961 - $1.06K
|
2
$1.04K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.45% |
$480 - $529
|
70
$36.5K
|